Bank processing: assigning bankers and logging files in

After a file is submitted, the master admin hands it to a banker: the person who works the file at the bank.

Assign a banker (admin)

1. Open the submitted application.
2. Click Assign Banker and choose the banker.
3. Save. The file moves to Banker Assigned and the banker is notified.

The banker's view

Bankers see their files under Received Files (others see the same queue as Bank Processing).

1. Open the file and log it in on the bank's portal.
2. Click the next action The bank login is done.
3. Enter the bank, the login date and the bank reference number.

If the bank needs something, the banker raises a query on the file instead of calling around. See Loan queries.

Note: A banker only sees the files assigned to them.